NEOS Russell 2000 High Income ETF
IWMI
34 hedge funds and large institutions have $28.9M invested in NEOS Russell 2000 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
98% more capital invested
Capital invested by funds: $14.6M → $28.9M (+$14.3M)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
55% more funds holding
Funds holding: 22 → 34 (+12)
5.44% more ownership
Funds ownership: 9.19% → 14.63% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MS
Madden Securities
Dallas,
Texas
|
+$4.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.26M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.64M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$824K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$350K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$313K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$73.2K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$65.8K |
| 5 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$65.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $19K | +$18.6K | +427 | New |
|
27
Group One Trading
Chicago,
Illinois
| $14.6K | -$22.6K | -520 | -62% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $13.6K | +$13.1K | +300 | New |
|
|
29
Simplex Trading
Chicago,
Illinois
| $12K | -$65.8K | -1,512 | -85% |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $6.28K | +$218 | +5 | +4% |
|
|
SIC
31
Salem Investment Counselors
Winston Salem,
North Carolina
| $4.54K | +$4.36K | +100 | New |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $1.36K | -$958 | -22 | -42% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $227 | -$1.74K | -40 | -89% |
|
34
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
PWM
35
Prosperity Wealth Management
San Ramon,
California
| – | -$350K | -8,009 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$313K | -7,171 | Closed |
|
|
MFS
37
Mattson Financial Services
Kentwood,
Michigan
| – | -$65.3K | -1,496 | Closed |
|
IWMI Hedge Fund Activity: Q2 2025 in Review
34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q2 2025, worth a combined $28.9M — up 98% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IWMI positions and 3 closed out — a net gain of 12 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Madden Securities, adding an estimated $4.34M. The largest seller was Prosperity Wealth Management, exiting entirely with an estimated $350K sold.
- 34 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q2 2025, up from 22 in Q1 2025.
- Funds reported $28.9M of NEOS Russell 2000 High Income ETF stock for Q2 2025, up 98% quarter-over-quarter.
- 15 funds opened new NEOS Russell 2000 High Income ETF positions in Q2 2025 and 3 closed out, a net change of +12 holders.
- The largest NEOS Russell 2000 High Income ETF buyer in Q2 2025 was Madden Securities, an estimated $4.34M added.
- The largest NEOS Russell 2000 High Income ETF seller in Q2 2025 was Prosperity Wealth Management, an estimated $350K sold.
Based on aggregated 13F filings for Q2 2025.